Schubert & Co has disclosed 64 total holdings in their latest 13F filing with the SEC for the portfolio
date of 2025-03-31. The current portfolio value is calculated to be $146.00 Mil. The turnover rate is 7%.
In Schubert & Co's current portfolio as of 2025-03-31, the top 5 holdings are
Fiserv Inc (FI), Apple Inc (AAPL), Dimensional U.S. Core Equity 2 ETF (DFAC), Danaher Corp (DHR), FT Vest U.S. Equity Moderate Buffer ETF - January (GJAN), not including call and put options.
Schubert & Co did not buy any new stocks in the current portfolio.
Please visit the "Current Portfolio" tab to see the current and past 13F holdings for Schubert & Co, as well as holding map,
valuations for each stock, which positions are undervalued, have low PE Ratios, are considered high quality and recently traded at
52-week lows, etc.
Please visit the "Stock Picks" tab to see the latest guru trades and stock picks for Schubert & Co, which include data from
13F quarterly reports, 13D/G beneficial ownership reports and form 4 insider ownership change reports.
Please visit the "Summary" page to see the top 10 holdings, recent stock picks, performance, sector / industry breakdown details, as well as past holding history summary for Schubert & Co.